David Bemis is a registered investment advisor, based in Osceola, IA, with 29 years of industry experience.
Location
1000 Jeffreys Drive, Osceola, IA, 50213
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an advisory representative of a registered investment advisor, a marketing director for American State Bank, and treasurer/board member for Osceola Chamber Main Street. He is also an independent insurance agent for various independent insurance companies, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Investment Advisors CORP
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Lm Financial Partners, INC.Broker
Painewebber IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.